PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV
SEC Form 13F institutional filer · CIK 0001036215
13F-HR · 10 reported holdings · 2026-03-31
Reported long-US-equity value
$0.01B
Top-10 concentration
100.0%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV — $7.74M AUM allocation strategy
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV files SEC Form 13F and reports $7.74M of long US equity value across 10 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 79.6%, followed by Health Care 4.9% and Industrials 4.5%.
The top 10 holdings account for 100% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$7.74M
total across 10 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
100% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$AVGO −1.86K sh · −$892K−$PLTR −674 sh · −$436K−$NVDA −252 sh · −$89.5K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors34.9%—
- Technology Hardware, Storage & Peripherals20.0%—
- Application Software19.0%—
- Systems Software5.8%—
- Pharmaceuticals4.9%—
- Aerospace & Defense4.5%—
- Home Improvement Retail4.3%—
- Diversified Banks2.8%—
- Other holdings3.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 6.74K | $2.09M | -1.86K | 27.0% |
| $AAPL | Apple Inc | 6.08K | $1.54M | -25 | 20.0% |
| $PLTR | Palantir Technologies Inc | 10K | $1.47M | -674 | 19.0% |
| $NVDA | NVIDIA Corporation | 3.51K | $613K | -252 | 7.9% |
| $MSFT | Microsoft Corporation | 1.21K | $448K | -176 | 5.8% |
| $BMY | Bristol-Myers Squibb Company | 6.26K | $380K | +58 | 4.9% |
| $LMT | Lockheed Martin Corporation | 574 | $347K | +4 | 4.5% |
| $LOW | Lowe's Companies Inc | 1.4K | $330K | -200 | 4.3% |
| $JPM | JP Morgan Chase & Co | 726 | $214K | -12 | 2.8% |
…and 1 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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